See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,284 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,071 | $73,125-9.6% | $125,175-47.2% | $77,787-15.1% |
| Participation rate | 93.7% | 79.4%+14.2pp | 79.8%+13.9pp | 73.2%+20.4pp |
| Annual return | 54.79% | 24.71%+30.1pp | 43.79%+11.0pp | 32.57%+22.2pp |
| Employer contribution / active EE | $2,239 | $2,413-7.2% | $3,865-42.1% | $2,504-10.6% |
| Participant deferral / active EE | $4,755 | $3,966+19.9% | $4,937-3.7% | $3,967+19.8% |
| Admin fee / account holder | $14 | $89-84.5% | $9,702-99.9% | $100-86.1% |